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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
BST
2326
Bath Savings Trust
Bath,
Maine
| $229M | +$15M | +7% | 6.01% | 57.8% | 102 | 5.88% | 0.2 |
|
| 2327 |
CDIA
2327
Capital Directions Investment Advisors
Atlanta,
Georgia
| $229M | +$16.2M | +8% | 8.36% | 7.53% | 69 | 14.49% | 0.2 |
|
| 2328 |
VC
2328
Vicus Capital
State College,
Pennsylvania
| $229M | +$11.7M | +5% | 5.3% | 59.6% | 74 | 22.97% | 0.2 |
|
| 2329 |
WAM
2329
Watershed Asset Management
San Francisco,
California
| $228M | -$2.36M | -1% | 0.36% | – | 27 | 22.22% | 0.2 |
|
| 2330 |
BAS
2330
Brown Advisory Securities
Baltimore,
Maryland
| $228M | +$21.2M | +10% | 4.81% | 51.2% | 285 | 15.79% | 0.2 |
|
| 2331 |
MCM
2331
Maple Capital Management
Montpelier,
Vermont
| $227M | +$3.4M | +2% | 3.78% | 100% | 130 | 13.08% | 0.2 |
|
| 2332 |
TAS
2332
TIFF Advisory Services
Radnor,
Pennsylvania
| $227M | +$10.6M | +5% | 5.39% | 85.9% | 113 | 1.77% | 0.2 |
|
| 2333 |
CCT
2333
Capital City Trust
Tallahassee,
Florida
| $227M | +$679K | +0.3% | 2.58% | 86.1% | 234 | 59.4% | 0.2 |
|
| 2334 |
ECM
2334
Ensemble Capital Management
San Francisco,
California
| $226M | +$11.2M | +5% | 8.52% | 36.2% | 53 | 9.43% | 0.2 |
|
| 2335 |
FSC
2335
Fiduciary Services Corp
Savannah,
Georgia
| $226M | +$1.01M | +0.4% | 4.41% | – | 151 | 7.28% | 0.2 |
|
| 2336 |
BA
2336
Bard Associates
Chicago,
Illinois
| $226M | +$12.1M | +6% | 7.72% | 241% | 187 | 4.81% | 0.2 |
|
| 2337 |
TAM
2337
Tealwood Asset Management
Minneapolis,
Minnesota
| $226M | +$25.6M | +13% | 6.51% | 128% | 86 | 15.12% | 0.2 |
|
| 2338 |
AAM
2338
AR Asset Management
West Hollywood,
California
| $226M | +$2.51M | +1% | 1.68% | 64.9% | 110 | 1.82% | 0.2 |
|
| 2339 |
PPCP
2339
Pivot Point Capital Partners
San Francisco,
California
| $224M | +$36.8M | +20% | 20.6% | 30.3% | 12 | 25% | 0.2 |
|
| 2340 |
CCB
2340
Cutter & Co Brokerage
Ballwin,
Missouri
| $224M | +$14.4M | +7% | 4.02% | 40.4% | 235 | 15.32% | 0.2 |
|
| 2341 |
EM
2341
Endicott Management
New York
| $224M | +$17.9M | +9% | 8.71% | 229% | 17 | 23.53% | 0.2 |
|
| 2342 |
TAM
2342
Toscafund Asset Management
London,
United Kingdom
| $224M | +$55.3M | +33% | 6.55% | 80.9% | 15 | 13.33% | 0.2 |
|
| 2343 |
SIPS
2343
Shelter Insurance Profit Sharing
Columbia,
Missouri
| $223M | +$1.8M | +0.8% | 3.8% | – | 47 | 0% | 0.3 |
|
| 2344 |
CBT
2344
Central Bank & Trust
Lexington,
Kentucky
| $223M | +$13M | +6% | 6.33% | 118% | 333 | 11.71% | 0.2 |
|
| 2345 |
WA
2345
WBH Advisory
Baltimore,
Maryland
| $223M | +$7.19M | +3% | 4.82% | 57.6% | 201 | 10.95% | 0.2 |
|
| 2346 |
SCP
2346
Sandhill Capital Partners
Buffalo,
New York
| $222M | +$20.2M | +10% | 17.8% | 64.9% | 102 | 21.57% | 0.2 |
|
| 2347 |
IIM
2347
Ipswich Investment Management
Beverly,
Massachusetts
| $222M | -$9.52M | -4% | 4.93% | 104% | 158 | 19.62% | 0.2 |
|
| 2348 |
MC
2348
MIG Capital
Newport Beach,
California
| $222M | +$17.9M | +9% | 3.55% | 118% | 26 | 15.38% | 0.2 |
|
| 2349 |
SNT
2349
Security National Trust
Wheeling,
West Virginia
| $222M | +$15.2M | +7% | 4.13% | 58.3% | 578 | 20.24% | 0.2 |
|
| 2350 |
TCMG
2350
TSP Capital Management Group
Summit,
New Jersey
| $222M | +$23.3M | +12% | 20.7% | 186% | 79 | 0% | 0.2 |
|